Role & Responsibilities
Manage & support a team of Private Bankers to achieve agreed financial targets
- Provide support & guidance to Private Bankers on their day-to-day responsibilities; including meeting high-priority clients when necessary
- Implement sales strategies to drive performance, and ensure team provides consistent and high-quality investment advisory, building clients' confidence and trust in the bank's capabilities
Motivate Private Bankers and help to develop the Private Banking business
- Provide coaching, support and onboarding of Private Bankers to team
- Lead the overall client development planning with the Private Bankers and orchestrate the introduction of new products
Ensure team's adherence to process and policy requirements
- Oversee operations of Private Banking team; provide checks and balances
- Ensure proper advisory procedures and documentation
- Coordinate with related departments in marketing, client servicing, and product development
- Support Head of Private Banking to develop the overall strategy for the unit
- Be the key point of contact and cultivate long-term mutually beneficial client relationship with in-depth understanding of clients' situation, objectives, and risk profiles
- Provide customized Wealth advisory solution with optimal asset allocation model and access to a variety of invest products based on their investment objectives
- Perform portfolio review to ensure it's well-positioned given clients' investment objectives and market conditions
- Collaborate with specialists from within BBL and its subsidiaries to provide effective in-depth advisory and product knowledge based on clients' needs
- Achieve financial targets by enhancing existing and acquiring new client relationships
- Train Junior RMs under coaching program
- Coordinate with related departments in marketing, client servicing, and product development
- Comply with bank policies & procedures, code of conduct and all regulations / notices / guidelines issued by the Bank of Thailand and the Securities Commission of Thailand
Qualifications
- Bachelor’s or Master's degree in Finance, Accounting, Economics, or related field
- License: IP License, Life and Non-Life License are required
- At least 5 years of experience in Private Banking is a must
- Knowledge of financial instruments, credit and business analysis, industry analysis.
- Outstanding personal and professional relationship within the affluent segment
- Excellent client- and service -orientation as well as outstanding communication skills
- Strong financial product knowledge and technical competence in the understanding, development, and delivery of holistic wealth planning solutions
- Excellent presentation and interpersonal skills
- Problem-solving attitude
- Proven track record in client acquisition and management of wealth for clients is essential
- Drive and motivation to work in a target oriented and high-performance culture
- Committed and dedicated to maintaining the highest standards with respect to our risk and control culture and to meet company's policies and obligations
